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Tyler Steven Tilton

Investment adviser representative at Vance Wealth
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$893.6MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Vance Wealth, Inc.Sep 2020 to now
  2. Raymond James Financial Services Advisors Inc.Mar 2017 to Oct 2020
  3. Raymond James Financial Services, Inc.Mar 2017 to Oct 2020
  4. Waddell & Reed IncApr 2016 to Feb 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (CA).

Vance Wealth

Legal name: Vance Wealth, LLC

$893.6MAssets managed
428Clients
13Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6638793
Firm CRD
310162
Advisor's SEC record (opens in a new tab)
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